BLUE VALLEY LUTHERAN HOMES SOCIETY… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

SCOTT FANGMEIER

Phone

4027683900

Tax Period

2022-07-01 to 2023-06-30

BLUE VALLEY LUTHERAN HOMES SOCIETY INC, founded in 1961, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2022. Expenses of $5.9M left a modest 9% surplus.

Mission

TO ENRICH THE LIVES OF THOSE WE SERVE THROUGH CHRISTIAN LOVE WITH COMPASSION, RESPECT, AND INTEGRITY.

Program Service Accomplishments

Program 1

Expenses: $3,897,901 Revenue: $3,301,592

THE BLUE VALLEY NURSING HOME HAS 64 BEDS IN OPERATION AND PROVIDES LONG TERM NURSING CARE. THE NURSING HOME ALSO PROVIDED SKILLED NURSING CARE WITH SHORT TERM REHABILITATION PROGRAMS INCLUDING...

THE BLUE VALLEY NURSING HOME HAS 64 BEDS IN OPERATION AND PROVIDES LONG TERM NURSING CARE. THE NURSING HOME ALSO PROVIDED SKILLED NURSING CARE WITH SHORT TERM REHABILITATION PROGRAMS INCLUDING PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY. IN ADDITION, SPIRITUAL COUNSELING, SOCIAL WORKS, COORDINATED ACTIVITIES AND CONTINUAL HEALTH CARE PLANNING ARE PROVIDED AT NO ADDITIONAL COST TO THE PATIENT.ADULT DAY CARE IS PROVIDED TO PROVIDE OPPORTUNITIES FOR AGED INDIVIDUALS TO BE SOCIALLY AND PHYSICALLY ACTIVE IN A SAFE AND WELCOMING ENVIRONMENT. SOCIAL ACTIVITIES, MEALS AND SOME HEALTH CARE SERVICES ARE PROVIDED.

Program 2

Expenses: $1,279,240 Revenue: $1,238,760

COURTYARD TERRACE IS AN ASSISTED LIVING FACILITY WITH 55 LICENSED BEDS. OUR GOAL IS TO PROVIDE OUR RESIDENTS WITH AN IMPROVED QUALITY OF LIFE WHILE MAINTAINING THEIR INDEPENDENCE.A 24-HOUR PENDANT...

COURTYARD TERRACE IS AN ASSISTED LIVING FACILITY WITH 55 LICENSED BEDS. OUR GOAL IS TO PROVIDE OUR RESIDENTS WITH AN IMPROVED QUALITY OF LIFE WHILE MAINTAINING THEIR INDEPENDENCE.A 24-HOUR PENDANT CALL SERVICE ALLOWS RESIDENTS TO REQUEST ASSISTANCE WITH BATHING, DRESSING,AND MEDICATION. RESIDENTS HAVE THE OPPORTUNITY TO SELECT THEIR MEALS FROM OPTIONS PROVIDED DAILY. CLEANING SERVICES AND TRANSPORTATION FOR DOCTOR APPOINTMENTS ARE PROVIDED.COURTYARD TERRACE PROVIDES NUMEROUS SOCIAL ACTIVITIES FOR RESIDENTS. THERE ARE OUTINGS, OPPORTUNITIES FOR GARDENING, A MEDIA CENTER, ICE CREAM PARLOR AND GAMES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,859,504

Program Service Revenue $4,540,352

Investment Income $17,509

Other Revenue $73,235

TOTAL REVENUE $6,490,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,374,302

Fundraising Expenses $29,356

Program Expenses $5,177,141

Other Expenses $2,509,422

TOTAL EXPENSES $5,883,724

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,490,600	$6,134,143	+0.1%
Expenses	$5,883,724	$5,971,039	0.0%
Net Income	$606,876	$163,104	+2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

136

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$172,917

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL KRUEGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE BENSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JANA TIETJEN	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN COTTAM	DIRECTOR	1.00	Director	$0	$0	$0
TODD HEINRICHS	DIRECTOR	1.00	Director	$0	$0	$0
RANDY HERGOTT	DIRECTOR	1.00	Director	$0	$0	$0
KERREY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
SONNY MANLEY	DIRECTOR	1.00	Director	$0	$0	$0
PASTOR JEFF FRIESEN	DIRECTOR	1.00	Director	$0	$0	$0
DOUG CHOS	CEO / ADMINISTRATOR	40.00	Officer	$86,189	$6,974	$93,163
LORI WITTLER	CFO (THRU 3/9/24)	40.00	Officer	$79,500	$254	$79,754
SCOTT FANGMEIER	CFO (AS OF 3/9/24)	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,490,600	$5,883,724	$6,747,469	$606,876
2022	$6,134,143	$5,971,039	$5,962,998	$163,104
2021	$6,509,359	$6,583,494	$6,972,894	$-74,135
2020	$6,491,296	$6,787,709	$7,178,059	$-296,413
2019	$5,787,429	$7,813,439	$7,185,592	$-2,026,010
2018	$7,973,776	$8,493,257	$9,074,694	$-519,481

BLUE VALLEY LUTHERAN HOMES SOCIETY INC